What John Rogers bought and sold in Q3 2025

New positions (8)

• PSKYParamount Skydance CL B0.6% · $57M
• HUMHumana Inc0.2% · $23M
• FDXFedex Corp0.2% · $18M
• LESLLeslie's Inc0.2% · $16M
• VXUSVanguard Total Intl Stock0.1% · $5M
• AJGArthur J Gallagher & CO<0.1% · $4M
• HDBHdfc Bank Ltd-adr<0.1% · $316K
• INFYInfosys Ltd-sp Adr<0.1% · $189K

Added to (11)

• PBHPrestige Consumer Healthcare+63% shares · 2.4% · $224M
• MIDDMiddleby Corp+36% shares · 1.8% · $169M
• AQNAlgonquin Power & Utilities+25% shares · 0.9% · $88M
• DISWalt Disney Co/the+190% shares · 0.6% · $57M
• SLBSlb Ltd+23% shares · 0.5% · $45M
• ZBHZimmer Biomet Holdings Inc+56% shares · 0.4% · $39M
• MTBM & T Bank Corp+4358% shares · 0.4% · $38M
• FISVFiserv Inc+38% shares · 0.3% · $33M
• JNJJohnson & Johnson+66% shares · 0.1% · $10M
• IWNIshares Russell 2000 Value E+109% shares · 0.1% · $8M
• PGRProgressive Corp+40% shares · <0.1% · $272K

Trimmed (11)

• REZIResideo Technologies Inc-25% shares · 3.1% · $289M
• KMTKennametal Inc-24% shares · 0.8% · $79M
• ZBRAZebra Technologies Corp-cl A-25% shares · 0.8% · $76M
• LFUSLittelfuse Inc-23% shares · 0.6% · $58M
• INTCIntel Corp-32% shares · 0.3% · $32M
• GILDGilead Sciences Inc-41% shares · 0.3% · $24M
• ALLAllstate Corp-41% shares · 0.2% · $15M
• ORCLOracle Corp-49% shares · <0.1% · $5M
• VEAVanguard Ftse Developed Etf-77% shares · <0.1% · $3M
• TSMTaiwan Semiconductor-sp Adr-63% shares · <0.1% · $3M
• GSGoldman Sachs Group Inc-91% shares · <0.1% · $3M

Exited (4)

• 0VVBParamount Global-class Bwas 1.8% of book
• OCOwens Corningwas 0.2% of book
• ZIMVZimvie Incwas <0.1% of book
• DNBDun & Bradstreet Holdings INwas <0.1% of book

John Rogers's other filings